Quotation

Quotations provide a clear breakdown of the products or services being offered, their associated costs, and any terms and conditions.

Create and Manage Quotation

You can add a quotation to the opportunity

To add quotation

Go to Sales and click on Opportunity

Click on the opportunity title to see all the details

Inside the details page, click on the other tab

On this page, click on +Quotation to add quotation details

Add all the details and save the form

Your quotation will get added in Quotation Details

View Quotation

To view the Quotation

Go to Opportunity Details

Click on the Action menu (3 vertical dots) in quotation details for the quotation that you would like to view and click the View button

You can see all the details of your quotation. Here you can Download/Print quotation details and share on WhatsApp

Edit Quotation

To view the Quotation

Go to Opportunity Details

Click on the Action menu (3 vertical dots) in quotation details for the quotation which you would like to edit and click the Edit button

Add all the details and Save

Delete Quotation

To delete the Quotation

Click on the Action menu (3 vertical dots) in quotation details for the quotation that you would like to delete and click the Delete button

Give your confirmation in the popup and the record will be deleted